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A membership community for professionals who are excellent at the work — and ready to grow the business with confidence and clarity.
Join the waitlistThe Current™ opens this fall. Join the waitlist to be first in line — and the first to know when the doors open.
Meet the Current™
The Current™ is a membership community for professionals who are excellent at the work and ready to build the one skill their training never covered: growing the business. Inside, you get a proven roadmap, live teaching, real-case group coaching, time-saving tools, and a community of people on the same path.
No pressure tactics. No becoming someone you're not. Just a clear, repeatable way to turn your expertise into a consistent, growing book of business — at a pace you control.
The transformation
Who it's for
Build business development skills early — before the pressure to bring in business arrives.
CPAs, attorneys, IT & forensic consultants, actuaries, and financial advisors who have mastered their craft and are ready to master growing the business.
Ready to share the growth load and give their teams a repeatable way to contribute and advance.
The CLEAR Success Path™
Know your value, your ideal client, and a 12-month goal broken into simple daily actions.
From self-doubt to a clear plan.Lead with questions, not a pitch. Understand what a prospect truly needs.
From "talking at" to truly understanding.Build genuine relationships, network with purpose, and follow up consistently.
From avoidance to steady action.Move the right opportunities forward — budget, decision-makers, next steps — without pressure.
From stalled to progressing.Close with integrity, earn referrals, and measure what works.
From hoping to predictable revenue.What's inside your membership
The full CLEAR Success Path™, taught step by step — each live session is recorded and on demand.
Regular sessions to learn the next skill and ask questions in real time.
Bring your real situations and work through them together (group, not 1:1).
Optional small peer groups that keep you moving between sessions.
A private space to ask, share, and get unstuck with people who get it.
Tools, templates, guides and articles — accessible when you need them.
Delivered online and on demand — designed to fit your schedule. You set the pace and still see results.
Structured differently
You mastered your craft; business development is simply the skill your training has not included. Everything you learn builds on the expertise you already have.
You'll grow your business by listening and asking good questions — not by pushing, scripting, or becoming someone you're not.
The CLEAR Success Path™ gives you a clear sequence, so you always know what to do next.
A few focused minutes between deadlines or a longer block when you have one — the plan flexes around your client work.
Community, live teaching, and optional accountability pods keep you moving.
Lisa built a multi-seven-figure book of business using the same approach she teaches — and kept her life.
Meet Lisa
Lisa spent three decades in accounting, audit, advisory, and litigation support — mastering the technical work, then learning the practical, relationship-first approach to business development.She built multiple seven-figure books of business following this approach, and now teaches it so you can grow with clarity, confidence, and integrity.
Her promise: turn your expertise into sustainable growth — and keep the life you love.
Frequently asked questions
Still have a question? We're glad to answer it.
Contact usYour next step
You don't need to become a salesperson. You need a proven path and people in your corner. That's the Current™.
Join the waitlistThe Current opens this fall. Join the waitlist to be first in line — and the first to know when the doors open.